Release Notes – Version 4.02

Brad Vossler

3 years ago

Version 4.02

Release Date: 2022-04-30

Version 4 Changes

New and Updated Features

This is a list of the new features, functions and enhancements added since the previous release

- - - System Settings
      - Added alert for when Record Type Field VALUE <> FILTER
    - Admin Section in V4
      - Custom Variable section was converted to V4 admin
      - Asset Tracking settings were added to V4 admin
      - Added filtering to all edit lists
      - Added Storage Report to Record Type admin
      - Added User Rights Report to Record Type admin
      - Branding – Image uploading completed
      - Added alerts per Record Type inside each Record Type’s panel
      - Branding – Color selectors now allow for copy/paste of codes
      - NetLabels admin support has been added to V4
      - Added option to redirect all users to V4 Record screens (helpful for redirecting from tracking emails)
      - Action Sets section was converted to V4 admin
      - Add-Ins section was converted to V4 admin
      - Workflow section was converted to V4 admin
    - NetLabels
      - Added NetLabels printing support to Record screen / Assets tab
      - Added NetLabels printing support to Search Results screen
    - Admin
      - Added option to turn off Change Password feature for users
    - AD Sync
      - Added ability to remove users if they are no longer in the Sync Group
      - Added ability to deactivate users that have been set to inactive in AD
    - Workflow
      - Added Trigger Used work trigger rule to check to see if a Record has already been to the trigger
      - Added option to OCR action to OCR last N pages
      - Added Receipt Indexing action to map receipt data into fields
      - Added ID Indexing action to map ID (driver’s license, passport, etc) data into fields
    - E-forms
      - Added Placeholder display option to Option List fields
    - Variables
      - DMGET2 – Added option to return multi-fields as strings and not arrays
    - Record
      - Moved line item ADD button under list instead of in the line item header are
      - Added option to download all Record data in CSV (admins only)
      - Related – Add Refresh and Open Search options to Related Records panel

Fixes

This is a list of the issues we fixed since the previous release

- - - Admin
      - Record Type – Adding new Record Type is not setting RecordType field automatically
      - Actions Sets and Add-Ins not loading properly if there are exactly 50 items in the list
      - Record Type – Cannot delete record security field settings
      - Branding – Missing selectors for sub-heading colors
    - E-forms
      - E-forms not honoring the “Lock when Saved” setting
      - Load fails if dynamic option call returns list of strings
      - Multi-Option Fields not working properly
      - Locked e-forms not showing selected values from linked items
      - Required File upload always stopping save even when it has been filled in
    - Search
      - Running Add-In or Edit on all records immediately after search only works on first page of results
      - Wrong titles used for asset dialogs
      - Cannot save changes to saved searches
    - Workflow
      - DocuSign fails if annotation placed on non-existent page number (usually via workflow)
      - Blank column in CSV creation action causes error
      - Remove Annotation action type not removing all matching annotations
    - Variables
      - DMGET2 returns array instead of a string when there are multiple values in a field
    - Record
      - List of portal packages to create is not limited to the Record Type of the Record
    - Reports
      - OCR Report – Progress bar not changing when completion percentage updates real-time
    - QuickBooks Online
      - Patched QBO interface to fix security update issue at QBO
    - Collaboration Portals
      - Passwords in emails cannot be copied properly, making the login troublesome

Version 3 Changes

New and Updated Features

This is a list of the new features, functions and enhancements added since the previous release

- - - Admin
      - Added option to turn off Change Password feature for users
    - Workflow
      - Added Trigger Used work trigger rule to check to see if a Record has already been to the trigger

Fixes

This is a list of the issues we fixed since the previous release

- - - Admin
      - Actions Sets and Add-Ins not loading properly if there are exactly 50 items in the list
    - Workflow
      - DocuSign fails if annotation placed on non-existent page number (usually via workflow)
      - Blank column in CSV creation action causes error
      - Remove Annotation action type not removing all matching annotations
    - E-forms
      - Load fails if dynamic option call returns list of strings
      - Locked e-forms not showing selected values from linked items
    - Variables
      - DMGET2 returns array instead of a string when there are multiple values in a field
    - Classify
      - Manual classify screen is not showing defined Document panels
    - QuickBooks Online
      - Patched QBO interface to fix security update issue at QBO
    - Collaboration Portals
      - Passwords in emails cannot be copied properly, making the login troublesome